White-label accounting for nonprofits, delivered by your firm

Donations arrive with strings: this gift for the food pantry, that grant for staff training. AI categorisation handles routine deposits and expenses, while your reviewers tag restricted receipts and the spending that releases them. Your firm stays responsible for how restrictions are classified and reported, and HelloBooks keeps the review trail in one place.

Bank reconciliation matters more when a funder may ask for proof. Your staff match grant draws and donor deposits to statements, and the firm console shows which nonprofits still have unmatched items before the board meets. Nobody wants to explain a missing gift at the treasurer’s report.

• Tag restricted and unrestricted receipts
• Tie grant spending back to its source
• Reconcile donor deposits before board meetings
• Share board-ready reports under your brand

Treasurers change, volunteers help with deposits and the executive director wears five hats. Giving them one branded place to sign in reduces confusion about who holds the books. Invoices for program fees, statements for sponsors and financial reports all carry your firm’s templates, which reinforces that your practice is the accounting partner.

Your firm can add unlimited staff with no per-seat charges, so a nonprofit specialist and a grant reviewer can both work each client without extra licence cost. When audit season comes, your firm owns the data and can export what the auditors request.

Each nonprofit stays on a published HelloBooks plan, and your firm gets a firm discount on every client plan. HelloBooks bills only the firm. You set your own fee for the organisation, which lets you build packages that fit a small community group as well as a multi-program agency.

Organisations with affiliated entities, such as a foundation alongside an operating charity, can use higher plans with multi-entity support. Founding firms are being accepted now, a fit for nonprofit practices that want their own branded platform before the next grant cycle begins.

One flat license covers your brand, unlimited staff and the firm console. Your clients stay on published HelloBooks plans, and your firm gets 20% off each one. Founding firms go live first on a firm subdomain; your own domain and email from your domain follow at full launch.